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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly fetch invoices, transactions, or customer details for finance operations.
Example
"What is the balance due from customer 'Acme Corp'?"
Memory Recall
Access previous accounting entries or tax records.
Example
"Show all expenses logged under 'Marketing' last quarter."
Instant Reaction
Act on financial triggers like new invoices or payment failures.
Example
"Notify accounting when a new invoice is overdue."
Autonomous Routine
Generate and summarize financial reports on a schedule.
Example
"Send a weekly expense report to the CFO every Friday at 4PM."
Agent-Initiated Action
Automatically generate invoices, create expenses, or update records.
Example
"Create an invoice for 10 hours of consulting at $100/hour."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Slack
Real-time financial alerts and notifications
Google Sheets
Export and analyze financial data
Zapier
Automate workflows between QuickBooks and other apps
Try It with Your Agent
Create and send an invoice in QuickBooks for the recent order from Acme Corp totaling $1,250, and notify me when the payment is received.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect QuickBooks in Fastn UCL: Navigate to the Connectors section and select QuickBooks, then click Connect.
2
Authenticate with your QuickBooks account using OAuth to grant access to financial data and actions.
3
Enable the actions “create_invoice” and “get_expenses” to allow the AI agent to manage invoices and expenses.
4
Use the AI Agent to create invoice and get expenses by issuing relevant prompts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
